We are live on ! Find out more
CVX icon

Chevron

2,480 hedge funds and large institutions have $108B invested in Chevron in 2020 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 881 increasing their positions, 1,112 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

266% more first-time investments, than exits

New positions opened: 333 | Existing positions closed: 91

28% more funds holding in top 10

Funds holding in top 10: 3241 (+9)

22% more capital invested

Capital invested by funds: $88.8B → $108B (+$19.1B)

9% more funds holding

Funds holding: 2,2722,480 (+208)

1% more call options, than puts

Call options by funds: $1.6B | Put options by funds: $1.58B

0.33% more ownership

Funds ownership: 66.07%66.4% (+0.33%)

21% less repeat investments, than reductions

Existing positions increased: 881 | Existing positions reduced: 1,112

Holders
2,480
Holders Change
+208
Holders Change %
+9.15%
% of All Funds
43.88%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.73%
New
333
Increased
881
Reduced
1,112
Closed
91
Calls
$1.6B
Puts
$1.58B
Net Calls
+$21.6M
Net Calls Change
+$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
1851
Investment House LLC
California
$458K -$20.2K -250 -4%
MPW
1852
Monterey Private Wealth
California
$457K +$1.29K +16 +0.3%
RCG
1853
Rock Creek Group
District of Columbia
$456K -$80.1K -989 -15%
PWM
1854
PBMares Wealth Management
Virginia
$454K +$8.18K +101 +2%
AFS
1855
Axiom Financial Strategies
Indiana
$453K
CWP
1856
Curated Wealth Partners
California
$452K +$433K +5,349 New
MCM
1857
Manchester Capital Management
Vermont
$451K +$38.7K +478 +10%
CIM
1858
Cambria Investment Management
California
$450K -$23.3K -288 -5%
WC
1859
Westhampton Capital
North Carolina
$449K -$98.5K -1,216 -19%
GC
1860
Gruss & Co
Florida
$448K +$429K +5,300 New
PIMJS
1861
PKO Investment Management Joint-Stock
Poland
$448K +$429K +5,300 New
RWB
1862
RMR Wealth Builders
New Jersey
$447K -$229K -2,830 -35%
EI
1863
Ellevest Inc
New York
$447K -$109K -1,343 -20%
RSWM
1864
Robertson Stephens Wealth Management
California
$447K +$150K +1,854 +54%
JFA
1865
JNBA Financial Advisors
Minnesota
$446K -$13.2K -163 -3%
TCBWMS
1866
Texas Capital Bank Wealth Management Services
Texas
$443K -$1.34M -16,609 -76%
EIP
1867
Ellis Investment Partners
Pennsylvania
$442K +$34.1K +421 +9%
EW
1868
Evoke Wealth
California
$441K -$3.51M -43,399 -89%
RFN
1869
RDA Financial Network
Iowa
$441K +$62.8K +776 +17%
HBWM
1870
Hollow Brook Wealth Management
New York
$439K
BAM
1871
Brave Asset Management
New Jersey
$438K -$69.5K -859 -14%
RIM
1872
Rockbridge Investment Management
New York
$438K +$61K +754 +17%
WC
1873
Whitney & Co
New York
$437K -$2.91M -35,902 -88%
SAS
1874
Stelac Advisory Services
New York
$437K +$62.2K +768 +17%
TAM
1875
Trillium Asset Management
Massachusetts
$436K +$20.3K +251 +5%

CVX Hedge Fund Activity: Q4 2020 in Review

2,480 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Chevron (CVX) for Q4 2020, worth a combined $108B — up 22% from $88.8B a quarter earlier.

Buyers outnumbered sellers: 333 funds opened new CVX positions and 91 closed out — a net gain of 242 holders — while 881 added to existing stakes and 1,112 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.27B. The largest seller was Wellington Management Group, cutting an estimated $343M.

  • 2,480 institutional investors held Chevron (CVX) as of Q4 2020, up from 2,272 in Q3 2020.
  • Funds reported $108B of Chevron stock for Q4 2020, up 22% quarter-over-quarter.
  • 333 funds opened new Chevron positions in Q4 2020 and 91 closed out, a net change of +242 holders.
  • The largest Chevron buyer in Q4 2020 was Capital Research Global Investors, an estimated $1.27B added.
  • The largest Chevron seller in Q4 2020 was Wellington Management Group, an estimated $343M sold.

Based on aggregated 13F filings for Q4 2020.